BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,426,985 $1.39B 0.09% +751,288 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,622,518 $882M 0.05% +721,660 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,080,121 $810M 0.18% +916,666 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,844,303 $379M 0.1% +226,591 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,679,410 $357M 0.06% +387,027 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,381,385 $317M +34,700 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,486,312 $198M 0.03% +55,587 13F-HR Timeline Group MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 1,350,500 $180M 0.7% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,154,779 $154M 0.35% +58,044 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,116,658 $149M 0.17% +243,071 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 889,881 $119M 0.11% +122,057 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 818,940 $109M +34,081 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 756,258 $101M 0.13% +134,099 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 724,233 $96.5M +26,940 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 550,874 $73.4M 0.06% +92,517 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510,524 $68M 0.04% +27,643 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 499,778 $66.6M 3.7% -16,409 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 442,987 $59M 0.06% -4,561 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 427,150 $56.9M 0.01% +168,666 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 343,640 $45.8M 0.09% +59,175 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 333,906 $44.5M 1.6% +114,425 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 318,869 $42.5M 0.07% +23,655 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 301,864 $40.2M 0.54% +36,797 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 286,000 $38.1M 0.07% +146,000 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 268,920 $35.8M 0.21% +20,665 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 263,029 $35M 0.07% +27,427 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 257,146 $34.3M 0.16% -20,148 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 255,007 $34M 0.1% +46,111 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 250,947 $33.4M 0.02% +118,425 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 250,356 $33.4M 0.02% -250,544 13F-HR Timeline Group Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 245,734 $32.7M 14.96% +20,550 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 247,170 $32.5M <0.01% +30,922 13F-HR Timeline Group Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 239,400 $31.9M 0 Timeline Next Level Private LLC More: the full row for Next Level Private LLC 234,279 $31.2M 6.11% +11,538 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 223,243 $29.7M 0.14% -27,841 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 206,553 $27.5M 12.37% +9,198 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 192,461 $25.6M 0.03% +7,812 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 189,260 $25.2M 2.18% +177,839 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 188,078 $25.1M 0.4% +8,896 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 180,118 $24M 0.26% +22,968 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 177,746 $23.7M 0.36% +75,234 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 174,591 $23.3M 5.82% +26,501 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 159,922 $21.3M 1.28% +133,284 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 159,408 $21.2M 1.01% +153,894 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 159,352 $21.2M +17,630 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 150,473 $20.1M 0.1% +25,221 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 146,319 $19.5M 1.72% -9,445 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 145,468 $19.4M 0.2% +22,534 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 138,497 $18.5M 0.01% +25,663 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 127,972 $17.1M 0.08% +90,266 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 127,802 $17M 7.22% -6,133 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 118,742 $15.8M 1.75% -5,880 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 112,011 $14.9M 0.17% +18,743 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 111,447 $14.9M 4.83% +100,044 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 111,326 $14.8M 2.47% +12,240 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 110,606 $14.7M 1.33% +22,490 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 108,427 $14.4M 2.58% -739 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 103,952 $13.9M 0.2% +15,465 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 100,505 $13.4M 0.01% +79,260 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 100,089 $13.3M 1.76% +46,585 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 99,934 $13.3M 2.55% +2,729 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 95,263 $12.7M 2.82% new 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 92,672 $12.3M 5.55% +1,611 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 92,000 $12.3M 1.61% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 89,936 $12M 0.07% +9,210 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 89,828 $12M 0.8% +3,088 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 89,676 $12M 0.01% +825 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 89,657 $11.9M 1.7% -8,053 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 89,380 $11.9M 7.77% +2,521 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 89,308 $11.9M 6.65% +4,256 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 86,026 $11.5M 1.93% -6,282 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 85,495 $11.4M 2.98% +696 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 84,896 $11.3M 0.65% -9,955 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 84,326 $11.2M 1.38% +6,731 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 81,672 $10.9M 0.69% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 81,197 $10.8M 0.26% +1,970 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 81,151 $10.8M 7.81% +31,345 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 79,942 $10.7M 1.83% +2,041 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 77,228 $10.3M 6.05% +10,998 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 76,538 $10.2M 3.64% +6,195 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 82,567 $10M 4.5% +4,293 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 74,857 $9.97M 0.05% -17,569 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 74,630 $9.94M 7.59% +5,752 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 73,502 $9.79M 2.41% +48,126 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 72,738 $9.73M 0.04% +10,889 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 72,447 $9.65M 0.37% +9,106 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 70,891 $9.45M 0.18% +1,289 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 75,832 $9.37M 0.02% +22,649 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 70,214 $9.36M 5.25% -523 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 69,651 $9.28M 1.49% +381 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 68,155 $9.08M 2.27% +130 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 67,775 $9.03M +28,209 Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 67,384 $8.98M 0.23% +10,108 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 66,862 $8.91M 0.16% -4,545 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 66,045 $8.8M 4.2% +3,806 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 64,450 $8.59M 0.06% 0 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 64,320 $8.57M 2.66% +18,672 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 63,550 $8.47M 0.55% +4,474 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 63,294 $8.43M 1.9% +6,395 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 62,725 $8.36M 0.54% -14,310 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 61,417 $8.18M 4.79% +24 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 60,506 $8.06M 0.26% +4,913 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 60,032 $8M 0.4% +12,897 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 59,059 $7.86M 0.36% +3,874 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 58,793 $7.83M 0.07% +18,305 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 58,678 $7.82M 1.74% +2,531 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 58,189 $7.75M 0.76% +1,851 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 57,975 $7.73M 0.09% -6,011 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 57,648 $7.68M 2.43% +47,861 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 57,037 $7.6M 0.38% -4,900 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 56,966 $7.59M 0.23% +8,363 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 56,594 $7.54M 0.65% +1,026 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 55,921 $7.45M 0.71% +33,592 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 55,120 $7.34M 0.08% +6,070 13F-HR Timeline Group PECAUT & CO. More: the full row for PECAUT & CO. 54,856 $7.31M 2.23% -130 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 54,738 $7.29M 0.16% -68 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 54,608 $7.28M 7.32% +33,646 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 54,269 $7.23M 3.32% -1,172 13F-HR Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 52,953 $7.06M 2.25% +3,911 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 52,460 $6.99M 4.26% +3,113 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 51,937 $6.92M 1.38% +6,413 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 51,864 $6.91M 3.02% +28 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 51,849 $6.91M 0.68% +6,266 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 51,409 $6.85M 1.15% +3,253 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 51,272 $6.83M 0.96% +25,196 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 51,131 $6.81M 0.92% +40,005 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 50,598 $6.74M 0.32% +2,739 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 49,654 $6.62M 4.46% +31,871 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 48,283 $6.43M 0.26% +3,926 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 48,207 $6.42M 0.12% -6,845 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 47,451 $6.32M 3.66% +7,030 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 47,272 $6.3M 0.12% +5,937 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 47,749 $6.18M 0.37% +9,715 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 45,302 $6.04M 0.07% -2,654 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 44,813 $5.97M 0.15% +2,141 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 43,818 $5.84M 0.04% +27,057 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 46,640 $5.77M 0.71% +10,122 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 42,975 $5.73M 0.1% -26 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 42,947 $5.72M 0.25% +5,548 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 42,647 $5.68M 0.18% -4,340 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 42,407 $5.65M 0.01% +6,439 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 41,987 $5.59M 0.16% +10,093 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 41,730 $5.56M 0.02% +7,648 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 41,421 $5.52M 2% -1,568 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 41,417 $5.52M 2.14% -4,738 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 41,214 $5.49M 0.09% +2,314 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 40,880 $5.45M 1.99% +6,535 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 40,880 $5.45M 2.55% -1,043 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 40,635 $5.41M 1.52% +1,364 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 40,585 $5.41M 0.1% -676 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 40,375 $5.38M 0.05% -3,309 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 40,257 $5.36M 0.09% +14,774 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 40,091 $5.34M 0.74% 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 39,264 $5.23M <0.01% -8,264 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 39,229 $5.23M 0.63% +1,255 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 39,002 $5.2M 0.01% +4,838 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 38,826 $5.17M 0.31% +12,176 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 38,381 $5.11M 2.12% +3,278 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 38,288 $5.1M 2.28% +3,093 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 37,828 $5.04M 1.21% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,575 $4.87M <0.01% +202 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 41,732 $4.84M 0.36% -13,601 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 36,318 $4.84M 0.03% +1,411 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 35,548 $4.74M 2.05% +2,352 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 35,265 $4.7M 0.92% -1,689 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 34,924 $4.65M 0.01% +5,933 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 34,865 $4.65M 1.24% +405 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 34,539 $4.6M 0.04% -258 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 33,606 $4.48M 0.59% -381 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 33,283 $4.43M 0.28% +856 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 33,274 $4.43M 0.01% -9,876 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 32,824 $4.37M 0.02% +2,315 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 32,580 $4.34M 1.45% +5,038 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 32,192 $4.29M 0.13% +1,219 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 31,860 $4.25M 0.23% +485 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 31,643 $4.22M 1.03% +885 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 31,309 $4.17M 0.16% +4,006 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 31,201 $4.11M 0.02% new 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 34,082 $4.1M 0.24% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 30,570 $4.07M 0.95% +28,406 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 30,316 $4.04M 0.01% -930 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 30,000 $4M 0.04% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 29,771 $3.97M 0.16% +4,267 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 28,676 $3.82M 0.25% +921 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,549 $3.8M 0.08% +21,412 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 28,206 $3.76M 2.75% +1,681 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 27,689 $3.69M 0.04% -3,335 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 27,220 $3.63M 1.92% +1,944 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 26,777 $3.57M 2.62% +2,500 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 26,549 $3.54M 0.38% -2,504 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 26,506 $3.53M 3.6% 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 26,394 $3.52M 1.87% +2,642 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 25,809 $3.44M 0.07% +3,903 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 25,745 $3.43M 0.23% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 25,690 $3.42M 0.62% +4,602 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 25,586 $3.41M 0.3% +9,381 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 25,554 $3.41M 0.11% +1,400 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 24,984 $3.33M 2.39% +620 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 24,848 $3.31M 2.17% -1,946 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 24,802 $3.3M 0.05% +4,127 13F-HR Timeline